Fundamentals of Financial Planning - 7th Edition

Michael A. Dalton

ISBN 10: 194671139X / ISBN 13: 9781946711397

Published by Money Education, 2021

Good for an â Acceptableâ copy. It might have light water damage/staining, cover and/or binding issues. There could more highlighting, annotations and/or underlining than normal or just general wear, but most will feel like this book could be called either â fairâ or â good.â All of our books come with a 30 day, money back guarantee. Item does not include any supplemental items such as access codes, discs, etc. Order ships quickly! LVM. Seller Inventory # mon0000020161

Synopsis:

Here are all the essential basics of financial planning woven into the realities of working with real clients and building a successful practice. Inside are seven different ways to analyze a client situation, then how to best communicate and work with clients in their best interests. Using real data and relevant case examples, Fundamentals of Financial Planning takes you logically through the process of client behavior, motivation goal-setting and analysis, and risk management, education funding and investment management, and the critical influence of time on the value of money. In addition, the text provides guidance on developing the soft skills, such as developing a relationship of trust with the client, communicating effectively, and understanding client behavior and motivation, which are vital to a successful planning engagement. This is an essential text that puts fundamental academics into a real -life context to help ensure that concepts and best practices are comprehended, retained and ready for deployment.

Bibliographic Details

Title: Fundamentals of Financial Planning - 7th ...
Publisher: Money Education
Publication Date: 2021
Binding: paperback
Condition: Acceptable